BCM
BTC Capital Management Portfolio holdings
AUM
$1.23B
1-Year Return
19.83%
This Quarter Return
+12.16%
1 Year Return
+19.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$627M
AUM Growth
+$68.2M
(+12%)
Cap. Flow
+$3.32M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
27.42%
Holding
186
New
13
Increased
80
Reduced
57
Closed
4
Top Buys
| 1 |
AT&T
T
|
$2.47M |
| 2 |
Northrop Grumman
NOC
|
$2.28M |
| 3 |
Bristol-Myers Squibb
BMY
|
$2.02M |
| 4 |
US Bancorp
USB
|
$1.49M |
| 5 |
Boeing
BA
|
$1.12M |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$3.73M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$2.86M |
| 3 |
General Dynamics
GD
|
$2.84M |
| 4 |
Quest Diagnostics
DGX
|
$1.84M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.51M |
Sector Composition
| 1 | Financials | 13.68% |
| 2 | Technology | 11.19% |
| 3 | Healthcare | 10.01% |
| 4 | Consumer Discretionary | 7.05% |
| 5 | Industrials | 6.4% |
